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Filter and Export System Users

Updated

Account Administrators and permitted users can filter, segment and export their user list as needed.

Filtering Users

  • Select Admin > Users from the menu.
  • Find one or more system users by searching any combination of user names, user emails, roles, or teams with results will be returned automatically:
    • Find a system user by entering at least 3 consecutive letters in the first name, last name, or email in the Search Users text box.

    • Find a system user by using the Select Roles dropdown to choose one or more roles.

    • Find a system user by using the Select Teams dropdown to choose one or more teams.

    • Find a system user by using the Select Statuses dropdown to choose one or more status.

  • Proceed to review the user's information and make changes as needed:
    • Edit the User Profile:
      • Click the Username field for the user.
      • Review the user's Profile tab and select Edit.
      • Update the necessary fields and click Save.
    • Review the User Notifications: 
      • Click the Username field for the user.
      • Review the user's Notification tab.
      • If changes are required, you must notify the User to log in and take action.
    • Edit the User Role:
      • Select the ⋮ menu from the user and select Edit Role.
      • Choose a role from the drop-down and SAVE.

Export a user list

  • Select Admin > Users from the main menu.
  • Filter users.
  • Click on the gear and click Export.
  • Confirm you want to export the data by clicking EXPORT.
  • A record of this export will be added to your site's export history page.

If exported, the report will be delivered as an emailed attachment in .csv format and will contain the report name and list the filters that were applied when creating the report. If available, the corresponding report graph(s) will be attached as separate files. Depending on the size of the data set you are exporting, the report may not be received immediately.

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